Dynacons Systems & Solutions, Indo Tech Transformers And ITD Cementation India Order
Dynacons Systems & Solutions Ltd.
Recent filing: (ORDER) Dynacons Systems & Solutions has secured an INR 280 Cr, 5-year turnkey project to upgrade Canara Bank's IT data center infrastructure. The project includes the supply, implementation, and maintenance of 500 servers, advanced storage systems, and IT solutions, strengthening the bank's digital capabilities and seamless operations.
SUMMARY: 6y Operating Profit uptrend | 4q Operating Profit uptrend | PE 28.8x (Sector PE range 30-50) | Excellent Sep-24 Results | New Age IT
- MCap of INR 1,823 Crore (share price = INR 1,434 / share) (as on 1st Jan ’25)
- TTM PE 28.8x (as on 1st Jan ’25) Retail float = 25.9% (Sep-24)
FOOD FOR THOUGHT: Risk of timing of receivable from PSU Entities.
Question 1: Who are the promoters of Dynacons Systems & Solutions?
Established in 1995, Dynacons undertakes all activities related to IT infrastructure including infrastructure design and consultancy services, turnkey systems integration of large Network and Data Centre infrastructure including supply of associated equipment and software, onsite and remote facilities management of multi-location infrastructure of domestic locations.
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Indo Tech Transformers Ltd.
Recent filing: (ORDER) Indo Tech Transformers has received an INR 117 Cr LOI for the supply of 13 transformers (150 MVA each) to a domestic entity. Deliveries will follow a month-wise schedule, with the final delivery in December 2025.
(ORDER) Company has received an INR 32.3 Cr LOA for supplying three 192 MVA transformers, with two to be delivered by November 2025 and one by December 2025.
(CAPACITY EXPANSION) Board has approved an INR 75 Cr capital expenditure to enhance plant capacity from 9,500 MVA to 16,000 MVA by March 2027. The project will be financed through internal accruals and term loans, aiming to meet growing demand.
SUMMARY: 6y Operating Profit uptrend | 1q Operating Profit uptrend | PE 54x (Sector PE range 30-70) | Excellent Sep-24 results | Capital Goods – Electrical Equipment
- MCap of INR 3,236 Crore (share price = INR 3,047 /share) (as on 1st Jan ’25)
- TTM PE 54x (as on 1st Jan ’25) Retail float = 17.7% (Sep-24)
FOOD FOR THOUGHT: Volatility in raw material prices | Highly competitive sector.
Question 1: Who are the promoters of Indo Tech Transformers?
Incorporated in 1976, Indo Tech Transformers Limited is one of the leading transformer manufacturing companies located in Tamil Nadu. Over 56,000 transformers of the Company of different ratings up to 245kv are in service in various substations and industries across India and the world.
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ITD Cementation India Ltd.
Recent filing: (ORDER) ITD Cementation has secured a new Contract worth INR 1,648 Cr for construction of Near Shore Reclamation and Shore Protection for Greenfield Vadhvan Port at Dahanu in Maharashtra.
SUMMARY: 4y Operating Profit uptrend | 7q Operating Profit uptrend | PE 27.6x (Sector PE range 10-50) | Excellent Jun-24 results | Orderbook of INR 18,536 Cr (Jun-24) (2.2x of TTM Revenue) | Infrastructure
FUTURE OUTLOOK: As per Q1FY25 Concall, Company has Revenue growth expectations of 15 to 25% for the next few years, with operating margins expected to stabilize around 10-11% | Orders in pipeline = INR 35,000 to 45,000 Cr.
- MCap of INR 9,370 Crore (share price = INR 545 / share) (as on 1st Jan ’25)
- TTM PE of 27.6x (as on 1st Jan ’25) Retail float = 18.6% (Sep-24)
FOOD FOR THOUGHT: Franklin India Focused Equity Fund reduced its stake from 9.3% in Jun-22 to 3.2% in Jun-23 and close to 0% in Jun-24.
Question 1: Who are the promoters of ITD Cementation India?
ITD Cementation Ltd. established its operations in India in 1931 as a branch of The Cementation Company Ltd, UK, for carrying out extensive grouting and drilling works to the hydraulic structures which were then growing at rapid pace. Since then, the company has been assiduously working towards building stronger India and has gained vast expertise in field of infrastructure construction.
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